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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,900 | $138,102-26.2% | $125,381-18.7% | $134,532-24.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.61% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,270 | $5,245-37.7% | $4,815-32.1% | $4,741-31.0% |
| Participant deferral / active EE | $10,427 | $7,801+33.7% | $7,448+40.0% | $6,401+62.9% |
| Admin fee / account holder | $1,052 | $11,568-90.9% | $10,007-89.5% | $11,429-90.8% |